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William E. Alvarez
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Origen de la red de primer grado William E. Alvarez.
Entidad | Tipo de entidad | Industria | |
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Patriot Capital Funding, Inc.
![]() Patriot Capital Funding, Inc. Investment ManagersFinance Patriot Capital Funding, Inc., a fund listed on NASDAQ, seeks investment opportunities in small and mid-sized companies located in the US. The fund's investment criteria includes: revenues of $10 to $100 million p.a., EBITDA of $2,000,000, proven management teams, significant & defensible market share in niche industries, historical financial performance and low technological and/or product obsolescence risk. It invests in companies operating across a broad range of sectors such as, manufacturers, distributors and service. It provides financing in the form of junior & senior secured loans, subordinated debt, one-stop financing and equity investments. Its debt investment size ranges from $3 to $20 million and equity co-investments up to $2 million.
12
| Private Eq Fd/Alt Invt | Investment Managers | 12 |
Extinct | Investment Trusts/Mutual Funds | 11 | |
Bond Technologies, Inc.
![]() Bond Technologies, Inc. Auto Parts: OEMProducer Manufacturing Part of Jordan Industries, Inc., Bond Technologies, Inc. is a company that makes vehicular lighting equipment. The company is based in Deerfield, IL. The company was founded by Alan P. Matthews.
1
| Extinct | Auto Parts: OEM | 1 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a William E. Alvarez a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal | |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
ONITY GROUP INC. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Fiera Capital, Inc.
![]() Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Investment Managers | Head-Equity Investments | |
JMP Securities LLC
![]() JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Director of Research - Equity Chief Executive Officer | |
Harvest Capital Strategies LLC
![]() Harvest Capital Strategies LLC Investment ManagersFinance Harvest Capital Strategies LLC (Harvest) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1999 and formerly known as JMP Asset Management LLC. They are wholly owned by JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Harvest provides discretionary investment advisory services to a number of private investment funds that operate as private investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Chief Executive Officer | |
NEW YORK MORTGAGE TRUST, INC. | Real Estate Investment Trusts | Chairman | |
Oppenheimer Asset Management, Inc.
![]() Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Investment Managers | Corporate Officer/Principal | |
JMP Group, Inc.
![]() JMP Group, Inc. Investment Banks/BrokersFinance JMP Group Inc. is a full-service investment banking and asset management firm, together with its subsidiaries it provides investment banking, sales and trading, and equity research services to corporate and institutional clients, and alternative asset management products and services to institutional investors and high net-worth individuals. The company operates its business through five segments: Broker-Dealer, Asset Management, Corporate Credit, Investment Income, Eliminations and Corporate Costs. The Broker-Dealer segment includes a broad range of services, such as underwriting and acting as a placement agent for public and private capital markets raising transactions and financial advisory services in M&A, restructuring and other strategic transactions. The Broker-Dealer segment also includes institutional brokerage services and equity research services to institutional investor clients. The Asset Management segment includes the management of a broad range of pooled investment vehicles, including the company's hedge funds, hedge funds of funds. The Corporate Credit segment includes the management of collateralized loan obligations and small business loans. The Investment Income segment includes income from the company's principal investments in public and private securities, as well as any other net interest and income from investing activities. The Corporate Costs segment includes expenses related to JMP Group Inc., the holding company, and JMP Group LLC, and is mainly comprised of corporate overhead expenses and interest expense related to the company's credit facility with City National Bank. JMP Group was founded by Joseph A. Jolson and Carter D. Mack in 1999 and is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal Chief Executive Officer | |
Opportunity Acquisition Corp.
![]() Opportunity Acquisition Corp. Financial ConglomeratesFinance Opportunity Acquisition Corp. is a blank check company. It is primarily targeting businesses in North America with potential for growth. Opportunity Acquisition was founded in December 2007 and is headquartered in San Francisco, CA. | Financial Conglomerates | Chief Executive Officer | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Corporate Officer/Principal Masters Business Admin | |
University of Pennsylvania | College/University | Undergraduate Degree | |
GE Commercial Finance, Inc.
![]() GE Commercial Finance, Inc. Finance/Rental/LeasingFinance GE Commercial Finance, Inc. provides commercial lending, financing and leasing services. It offers healthcare, manufacturing, fleet management, communications, construction, energy, aviation, infrastructure and equipment services. The company is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity | |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Dairy Holdings Ltd
![]() Dairy Holdings Ltd Agricultural Commodities/MillingProcess Industries Dairy Holdings Ltd operates dairy farms. The company is headquartered in Timaru, New Zeland. | Agricultural Commodities/Milling | Chief Operating Officer | |
Auburn University | College/University | Undergraduate Degree | |
Hypotheca Capital LLC
![]() Hypotheca Capital LLC Finance/Rental/LeasingFinance Part of New York Mortgage Trust, Inc., Hypotheca Capital LLC is a company that provides mortgage banking services. The company is based in New York, NY. | Finance/Rental/Leasing | Chief Investment Officer | |
Coastal Carolina University | College/University | Undergraduate Degree | |
Golden Gate University | College/University | Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree Masters Business Admin | |
Rollins College (Florida) | College/University | Undergraduate Degree | |
Sacred Heart University, Inc. | College/University | Undergraduate Degree | |
St. John's University | College/University | Graduate Degree | |
Siena College | College/University | Undergraduate Degree | |
Wichita State University | College/University | Undergraduate Degree | |
University of New Haven | College/University | Graduate Degree | |
GE Global Sponsor Finance
![]() GE Global Sponsor Finance Finance/Rental/LeasingFinance Part of GE Aerospace, GE Global Sponsor Finance is a company that provides lending services. The company is based in Stamford, CT. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Prospect Capital Management LP
![]() Prospect Capital Management LP Investment ManagersFinance Prospect Capital Management LLC(Prospect Capital) is a private equity firm founded in 1988. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Harvest Mortgage Opportunity Partners LP
![]() Harvest Mortgage Opportunity Partners LP Real Estate Investment TrustsFinance Harvest Mortgage Opportunity Partners LP engages in providing Financial services. The company is headquartered in San Francisco, CA. | Real Estate Investment Trusts | President Chief Executive Officer | |
Harvest Opportunity Partners II LP | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
New York Mortgage Funding LLC | Chief Investment Officer | ||
Medalist Partners Corporate Finance LLC
![]() Medalist Partners Corporate Finance LLC Investment ManagersFinance Medalist Partners Corporate Finance LLC operates an asset management platform that underwrites and manages investments. The company is headquartered in Alpharetta, GA. | Investment Managers | Director of Finance/CFO Chief Administrative Officer Comptroller/Controller/Auditor | |
Soundview Capital Management Corp.
![]() Soundview Capital Management Corp. Investment ManagersFinance Soundview Capital Management Corp. provides investment advice. The private company is based in New Haven, CT and has subsidiaries in Cayman Islands and United States. The company was founded by Carl F. Napolitano. | Investment Managers | Corporate Officer/Principal | |
JMP Capital LLC | Chief Executive Officer | ||
JMP GROUP LLC | Investment Banks/Brokers | Chief Executive Officer | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Jmp Capital I LLC | Corporate Officer/Principal | ||
The Royal Bank of Scotland Plc
![]() The Royal Bank of Scotland Plc Major BanksFinance Part of NatWest Group Plc, The Royal Bank of Scotland Plc is a personal banking company based in Edinburgh, UK. The British company offers a range of personal banking products including bank accounts, mortgages, credit cards, loans, and more. The company also provides digital banking services such as payments, transfers, and card reader security. Additionally, the company offers resources for financial education, including tips and activities for teaching children about money management and articles to help individuals understand more about investing. The company was founded in 1983. The CEO is Alison Marie Rose-Slade. | Major Banks | Corporate Officer/Principal | |
CFA Society Stamford | Director/Board Member | ||
HCAP Advisors LLC
![]() HCAP Advisors LLC Investment ManagersFinance HCAP Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Joseph “Joe” Jolson and is a subsidiary of JMP Holding LLC, ultimately owned by Citizens Financial Group, Inc. (NYSE: CFG). HCAP Advisors provides investment advice to individual and institutional clients. | Investment Managers | Chief Executive Officer |
Estadísticas
Internacional
Estados Unidos | 48 |
Nueva Zelanda | 2 |
Luxemburgo | 2 |
Reino Unido | 2 |
Sectorial
Finance | 29 |
Consumer Services | 16 |
Miscellaneous | 3 |
Process Industries | 2 |
Operativa
Corporate Officer/Principal | 50 |
Director/Board Member | 33 |
Undergraduate Degree | 19 |
Chief Executive Officer | 13 |
President | 12 |
Las relaciones más conectadas
Insiders | |
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Joe Jolson | 16 |
Ihab Joseph Massoud | 16 |
Andrew M. Brown | 15 |
Jim Fowler | 14 |
Richard Paul Buckanavage | 13 |
Jack G. Levin | 11 |
Seth X. Tutlis | 10 |
Richard Anthony Sebastiao | 10 |
Dorian B. Klein | 10 |
Craig R. Kitchin | 9 |
Basem W. Pharaon | 7 |
Eric Konigsberg | 5 |
James J. Targowski | 5 |
Renee D. Lefebvre | 4 |
Andrew D. Welsh | 4 |
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